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Leuthold Global Fund- Question
scottf44 07-11-2008, 6:58 PM | Post #2538126 |  4 Replies
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As many of you on these boards have already noticed, Leuthold opened up a Global Fund earlier this month.

Question: Can getting in early with a fund significantly increase your returns down the road as the fund accumulates more assets?

Thanks again to everyone on these boards who have help to educate me recently.

 

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Re: Leuthold Global Fund- Question
scottf44 07-11-2008, 8:08 PM | Post #2538151
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Also, I can't find the fund's holdings. All I can find is the allocation. Anyone know anything there?
Re: Leuthold Global Fund- Question
Katmanndu 07-11-2008, 8:33 PM | Post #2538161
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You really cannot expect to see the fund's holdings disclosed at this point, because its unlikely that Leuthold has assembled a complete portfolio. Look, the fund is new, and has only just begun to take in cash as Leuthold begins to sell shares of the fund. Portfolios don't just appear on the day the fund is open for business. Remember, they need to take in some cash first in order to purchase stocks and bonds.  
Re: Leuthold Global Fund- Question
ajwells 07-11-2008, 8:51 PM | Post #2538169
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Leuthold has been running the fund for several months with their own money in the Institutional version... but its still too young to have a full list of holdings... as far as doing better buying a new fund, there is zero evidence that buying a fund right out of the gate gives you any edge at all... look at folks who piled into DODGX!

Do your research on the firm and get comfortable with the pluses and minuses, which have been well discussed in other threads... 

Ajw 

Re: Leuthold Global Fund- Question
scottf44 07-11-2008, 9:08 PM | Post #2538176
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I came across this good summary and discussion of the fund by an independent website: http://www.fundalarm.com/leuth03.htm
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